ABOUT US

Building 6-Figure Tax Offices

One Entrepreneur at a Time

Passionate About Empowering Tax Professionals

Teresa Oakley, Founder of Number One Tax and Software Solutions LLC, has built years of experience in the tax and financial services industry. Helping aspiring tax professionals turn their passion into thriving businesses.

Whether it’s launching a service bureau, understanding IRS processes, or navigating complex client cases, she's here to help you lead with confidence, clarity, and integrity.

Helping others succeed in the tax industry isn’t just business; it’s a calling. I’ve seen too many professionals feel stuck due to a lack of support or direction.

That’s why my mission is to create systems, mentorship, and resources that simplify your journey, whether you’re launching, growing, or expanding your services.

WHY WORK

WITH US ?

We Are Experienced Professionals with in-Depth Knowledge of Your Industry.

Number One Tax and Software Solutions LLC is committed to helping individuals and businesses navigate taxes and related financial matters with ease. We provide professional, affordable tax services designed to make filing accurate, stress-free, and efficient.

Our team supports a wide range of clients, from W-2 employees and self-employed professionals to college students, gig workers, and more. We also offer a cash bonus through our referral program, along with fast, free estimates to ensure you receive your maximum refund.

You can file securely from anywhere in all 50 states. Prefer an in-person meeting? We’re happy to welcome you for a face-to-face appointment.

At Number One Tax and Software Solutions LLC, we combine expertise, convenience, and personal service to help you achieve your financial goals with confidence

We’re Hiring Tax Preparers,

Get Trained, Get the Tools, Get Paid—All for $99

Get Paid to Prepare Taxes — Join Our Elite Tax Prep Team

Join Number One Tax & Software Solutions as a preparer and get everything you need to start fast: Tax Software, Software Training, Tax Preparers Course, and Mentorship Training, all included in your $99 team access.

Tax Software

Pro-grade, ready on day one.

  • Fast e-file with accuracy checks & bank products

  • Client portal, e-signature, secure document upload

Software Training

Get set up and shipping returns fast.

  • Step-by-step install + first-return walkthrough

  • Live Q&A and short rewatchable tutorials

Tax Preparers Course

Learn the workflow, rules, and real cases.

  • Due diligence, common credits, PTIN basics

  • Sample returns + quizzes to certify you

Mentorship Training

Never get stuck on a live file.

  • Weekly office hours and case review

  • Priority chat support from senior preparers

What you’ll do

  • Prepare individual (1040) returns (business returns if qualified).

  • Collect and review client documents, verify ID, and ensure compliance.

  • Communicate status, e-signs, and next steps with clients.

  • Follow our quality checklist and record-retention standards.

What you’ll need

  • PTIN (or willingness to obtain—we’ll guide you).

  • No EFIN required — you’ll work under our EFIN (subject to compliance).

  • Computer, reliable internet, and great customer service.

  • Accuracy, integrity, and willingness to learn.

How the process works

  • Apply (2 minutes) — short interest form.

  • Join for $99 → get portal access and your onboarding checklist

  • 15-min Interview/Assessment — meet the team, review expectations.

  • Onboard & Train — software access + quick-start modules.

  • Start Preparing — supervised returns until you’re fully cleared.

Competitive per-return pay + performance bonuses. Details shared at interview.

We follow IRS identity verification, data security (WISP), and record-retention standards.

CHECK OUT OUR PACKAGES

Prefer an all-in-one system? ERO UNIVERSITY includes training, accountability, Service Bureau track, and your 2025 software license (a $399.99 value).


Do you just need software or want to resell it? Grab the
standalone options below.

ERO UNIVERSITY — ALL-IN-ONE

Train, equip, and support EROs to run a high-performing, compliant, and profitable tax office, efficiently.
Includes:

TaxSlayer Software (2025) — license included (save $399.99)

 

Service Bureau track: launch blueprint + admin systems

 

Weekly check-ins during tax season

 

Effective marketing training + automation playbooks

 

EFIN assistance + back-office setup

 

Tax preparer setup assistance

 

Onboarding & operations guides, SOPs, workflows

 

WISP template + full policy pack

 

Bonus incentives

 

Advanced tax planning (high-income clients)

 
BEST VALUE

SERVICE BUREAU ACCELERATOR

Launch & scale your Service Bureau with our FAST TRAC blueprint and done-with-you assets.
Includes:

FAST TRAC launch plan (zero → live)

 

50+ brandable templates (agreements, workflows, intake, retention)

 

Policy pack (WISP, privacy, T&Cs, billing, refunds, grievance, portal)

 

Marketing kit (30-day social calendar, 10 posts, 20 free channels)

 

Team playbooks (hire & train preparers, hire VAs)

 

Software license included (save $399.99)

 

No territory limits. No mandatory fees. No long-term contracts

 
BEST VALUE

SOFTWARE RESELLER (NO EFIN REQUIRED)

Earn from software sales without preparing returns; grow into your own Service Bureau.

Orientation call & partner playbook

 

Sales scripts + marketing incentives

 

Back-office playbooks: pricing, payouts, onboarding, QA

 

Marketing kit: 30-day calendar, 10 ready posts, 20 free channels, automation how-tos

 

Team system: recruit & train preparers, add resellers, scale multi-office

 

Optional bank products & cash advance integration

 

No territory limits. No mandatory fees. No long-term contracts

 

SOFTWARE ONLY — $299.99

All states + prepare from anywhere

 

Mobile Taxes-to-Go App

 

Multi-office management (cloud)

 

Bank products & cash advance

 

Error-check & audit protection

 

Year-round technical support + free training

 

JOIN OUR TAX PREP TEAM

Advanced tech stack: TaxSlayer-powered, cloud multi-office, mobile intake, bank products, audit support

 

Continuing education: updates on tax law + professional development

 

Compensation: HIGH COMMISSION + performance incentives/bonuses

 

Support system: senior reviewers + collaborative culture

 

Growth path: lead preparer → ERO → Service Bureau track (via ERO UNIVERSITY)

 

Flexible work: remote options & schedules that respect work–life balance

 

Reputable brand & marketing: plug-and-play campaigns and templates

 

BOOK A FREE STRATEGY CALL NOW

LETS ASSESS YOUR GOALS AND MAP THE FASTER PATH FOR SUCCESS

Contact

Winston-Salem, NC

© 2025 Number One Tax and Software Solutions LLC